ESTATE PLANNING, MONEY MANAGEMENT

Susan Mallin

Financial Planner and Associate Portfolio Manager,

Watt Carmichael

About Susan

Susan Mallin is a certified financial planner at Watt Carmichael. Her focus and passion have always been on financial planning. Since 2001, Ms. Mallin has completed thousands of personalized plans for individuals. She has developed a financial planning method designed to be interactive and dynamic in order to focus on specific objectives and goals. This creates a meaningful experience, which provides advice and guidance in areas people value the most.

Susan's Videos

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Financial Planning Tips to End the Year and Start the New Year Off Right

In this timely presentation, Susan Mallin, CFP and associate portfolio manager at Watt Carmichael, debunks financial planning rules of thumb, and outlines common sense strategies that will benefit your investment portfolio for retirement. This presentation will also highlight valuable (often overlooked) year-end financial planning tips that will motivate and provide you with useful tools that can be used today to prepare for 2022.

Susan Mallin

RETIREMENT

30:08

Top 7 Financial Planning Strategies to Incorporate into Your Retirement

You want to be confident that you are you are meeting all of your financial objectives. Avoid disappointing results by spotting red flags early in the process and capitalizing on what would otherwise be considered missed opportunities. Susan Mallin pulls all of your wealth-building strategies into the fold in order to marry your investment strategies with financial planning in a way that makes sense for you. She will cover pre-retirement readiness, cash flow withdrawal strategies, tax efficiencies, time value of money, impact of volatility/quality, wealth protection, and dealing with estates.

The greatest contributor to your financial wellbeing is integrating financial planning into all facets of your wealth. - Susan Mallin, CFP, CIM

Susan Mallin

ESTATE PLANNING

25:03

Aligning Financial Planning and Investment Strategies

Susan Mallin, financial planner and chartered investment manager, will break down the session into two parts. Part One - Financial planning: Dealing with estates and succession planning for you and your family. Tips on trusts, beneficiaries, foundations, and power of attorneys. In addition, she will discuss retirement income needs and how to have a multi-level approach. Part Two - Investment strategies to align with your financial plan: Portfolio managers, Christopher Frost and Jeff Leisk, answer the interesting questions regarding portfolio construction and investment strategy to align financial needs with planning realities. Tips with regards to income needs while facing a low interest rate environment. Deciding on an optimal asset allocation and diversification strategy, avoiding common errors. To conclude they will discuss surrounding common traps with buy/sell discipline.

Susan Mallin

STRATEGIES

33:40

Top 7 Personal Financial Planning Strategies to Incorporate into Your Plan

"The greatest contributor to your financial wellbeing is integrating financial planning into all facets of your wealth." - Susan Mallin, CFP, CIM

Susan Mallin

ESTATE PLANNING

36:43